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IBTPIBTP
5 quarters

Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in ISHARES TR

D.A. DAVIDSON & CO. holds 421,822 shares of IBTP (ISHARES TR), worth $10.7M as of 2026-Q2. The position was increased (+9.7% shares). IBTP represents 0.1% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$10.7M

Current Shares

421,822

Total Value Change

+$2.5M

Total Shares Change

+101,190

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
421,822
+9.7%
$10.7M0.1%$25.21
30
2026-Q1
Increased
384,663
+2.8%
$9.9M0.1%$25.20
28
2025-Q4
Increased
374,084
+1.8%
$9.7M0.1%$25.22
28
2025-Q3
Increased
367,614
+14.7%
$9.5M0.1%$24.99
32
2025-Q2
New
320,632
-
$8.2M0.1%$24.54
38

Other major holders of IBTP: STIFEL FINANCIAL CORP, BENJAMIN EDWARDS INC, ROYAL BANK OF CANADA

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